← All themes

Streaming & Digital Media

Streaming delivers video and audio on demand, paid for by subscription or by advertising, and has replaced the broadcast schedule with a catalogue. Content spending is the main cost and cancellation is the main risk.

120 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$480M +$160M 14 2.71% Increased
227
First Pacific Advisors
First Pacific Advisors
California
$479M +$110M 5 4.03% Increased
228
WBC
Westpac Banking Corp
Australia
$476M -$114M 14 5.21% Reduced
229
HCM
Hitchwood Capital Management
New York
$475M -$138M 3 11.47% Reduced
230
Two Sigma Investments
Two Sigma Investments
New York
$473M +$52.5M 29 2.03% Increased
231
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$472M +$8.38M 7 12.63% Increased
232
Evercore Trust Company
Evercore Trust Company
New York
$471M -$26.7M 1 1.5% Reduced
233
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$468M +$22.7M 6 3.62% Increased
234
Marshall Wace
Marshall Wace
United Kingdom
$464M -$145M 19 3.9% Reduced
235
TCMV
Technology Crossover Management VII
California
$461M $0 1 23.5% Maintained
236
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$458M -$14.7M 23 6.03% Reduced
237
Nuveen
Nuveen
North Carolina
$453M +$23.9M 18 2.78% Increased
238
SSM
Sound Shore Management
Connecticut
$439M -$21.8M 4 8.05% Reduced
239
ProShare Advisors
ProShare Advisors
Maryland
$437M -$25.2M 19 5.63% Reduced
240
Appaloosa LP
Appaloosa LP
New Jersey
$436M +$21.2M 1 11.46% Increased
241
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$434M -$51.1M 10 1.36% Reduced
242
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$432M -$4.77M 3 4.12% Reduced
243
Maverick Capital
Maverick Capital
Texas
$430M +$85.4M 5 5.83% Increased
244
Rockefeller Financial Services
Rockefeller Financial Services
New York
$426M +$29.5M 9 8.52% Increased
245
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$426M -$26.6M 6 19.95% Reduced
246
Institutional Capital
Institutional Capital
Illinois
$421M -$111M 3 5.15% Reduced
247
TGA
Trilogy Global Advisors
Florida
$420M +$19.5M 5 12.9% Increased
248
Westwood Holdings Group
Westwood Holdings Group
Texas
$415M -$34.4M 8 3.68% Reduced
249
Federated Hermes
Federated Hermes
Pennsylvania
$406M -$19.2M 28 1.18% Reduced
250
Generation Investment Management
Generation Investment Management
United Kingdom
$405M +$202M 1 4.69% Increased